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Disclosery

J.W. COLE ADVISORS, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on XLE, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 186,006 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,006 shares
    Change vs previous 13F -26,860 shares

    0.17% of the 13F portfolio, value $9,878,799.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 212,866 shares
    Change vs previous 13F +23,552 shares

    0.44% of the 13F portfolio, value $13,040,185.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 189,314 shares
    Change vs previous 13F +63,127 shares

    0.16% of the 13F portfolio, value $6,661,691.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 126,187 shares
    Change vs previous 13F +6,572 shares

    0.22% of the 13F portfolio, value $11,273,525.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 119,615 shares
    Change vs previous 13F +54,297 shares

    0.22% of the 13F portfolio, value $10,144,584.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,318 shares
    Change vs previous 13F +9,449 shares

    0.19% of the 13F portfolio, value $6,103,928.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,869 shares
    Change vs previous 13F -8,949 shares

    0.19% of the 13F portfolio, value $4,785,764.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,818 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,691,037.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).